Wilson Management Services Inc 401k — Form 5500 plan (Wilson Management Services Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wilson Management Services Inc 401k is a benefit plan reported by Wilson Management Services Inc under EIN 85-0821413 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $993,977 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$994KPlan net assets, end of year$993,977
Participants6Covered participants reported
Assets / participant$165.7KComputed: assets ÷ participants$165,663 (computed)
Provider compensationNone reported
Plan sponsor
Wilson Management Services Inc
EIN
85-0821413
Plan number
001
Plan type
2
Location
Waynesburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20241008141506NAL0017765489002
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$994K total assets
Net assets$994KLiabilities
Money in vs. money out
Total income / additions$164.4K
Total expenses$33.1K
Benefits paid / distributions$33.1K
Contributions
Employer$7.8K
Participant$64.5K
Full reported line items

Net assets

Total assets (EOY)
$993,977
Net assets (EOY)
$993,977
Net assets (BOY)
$862,683

Income & contributions

Employer contributions
$7,830
Participant contributions
$64,457
Total income / additions
$164,373

Expenses & distributions

Benefits paid
$33,079
Total expenses
$33,079
Net increase / (decrease)
$131,294
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 11%Participant 89%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income20%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages